Yoga Docs™ Lightweight HTML Front End for ERP / ECM / BPM

Have a look at Yoga Docs™, RPI’s HTML5-based front-end for enterprise content management or business process management solutions, including Perceptive Content (ImageNow), OnBase by Hyland, and Kofax. An RPI Senior Consultant will demonstrate Yoga Docs™ current functionality, while also discussing upcoming features. Use this opportunity to check out the Perceptive Content front-end of the future, and ask RPI any questions you may have about Yoga or its server component, Yoga Studio!


John Marney:
My name is John Marney. I’m the Manager of Solution Delivery here on the imaging team here at RPI Consultants and again, I’m going to be talking to you about Yoga today.

What is Yoga? Well, Yoga is an HTML5 front-end built by us, built by RPI for use as a front-end with Perceptive Content. There is no Java, no Silverlight, no software requirements other than using a modern browser. Yoga Studio however, is the back end for Yoga. It’s a node.js application running on node.js server, and connects directly to Perceptive via Integration Server calls, so the fetching of documents; you know, the retrieval, as well as the posting of documents with annotations, all of that is done, managed through Integration Server calls.

There’s just a few requirements for you to use Yoga. The first of course, is you need to be on Perceptive Content 7.1.3 or higher. Because of the nature of Integration Server, we obviously will need to test with releases in the future; 7.2 or whatever it’s going to be, but because Integration Server is built to be backwards compatible with the calls that are used, there should not be any issue integrating Yoga with any new release.

You’ll also need Integration Server with a license for a transaction pack. You may or may not have this, so if you don’t know, just feel free to reach out; we can help you dig into your system to find out. There is no specific type of user license needed for Yoga. It does not use one, so a user can log in without consuming a license.

Here’s some features of Yoga. It’s a lot of what you’d expect out of the Perceptive client or WebNow. You can do most of your workflow activities inside of Yoga; we’ve tried really hard to build it to be workflow capable. You can do annotations and tasks on any given document or folder for tasks.

You can use your eForms; in fact, they work really well. The APE form is included in that so you can do all of your invoice coding within Yoga. It supports views for documents, folders, and tasks. Maybe one of the biggest features, it is now or in a very shortly upcoming release, mobile ready, which I will be demonstrating today. You can actually use the same features in your desktop version right on your phone with a phone-friendly user interface.

Again, one of the big features, no Java. Everyone who’s had to deal with Java being installed on their workstations for WebNow knows that pain; Yoga has no such requirement. Again, a huge feature is it’s a free license from RPI. We do not charge for the use of Yoga.

Okay, so now I’m going to go into a Yoga demonstration, so I’m going to exit out of the PowerPoint here and show you first what a desktop user in a sort of accounts payable scenario would look like, then I’m going to log in on my phone which will be cast to my display, and show you what sort of an approval scenario would look like.

Okay. If I pull up Yoga, I’ve got it saved as a favorite here, and I’m going to log in like I said as an AP processor, just a generic account. If I can type my password right. First, Yoga starts up; it does do a little bit of caching the first time it starts up for a user. This is to improve the speed and performance for the users down the line.

Like I said, I’m going to do just a quick invoice entry. You’ll see over here on the left I have Workflows and Views available to me. They’re turned off for this instance of Yoga, but folders and tasks would also show up over here. I’m going to expand my workflows, and you’ll see I have access to the Accounts Payable workflow. If I expand that, I have access to a certain number of queues.

I’m going to go ahead and go into the AP Header Entry queue, and here you’ll see that there’s one item waiting for me. I’m going to go … and you’ll open the document. I can expand this to have 10, 100 entries listed; allows us to make the work not seem quite so large at any time.

It’s paginated, so if I do have more than 10 entries here, it would allow me to page through them. I have all my workflow column headings that I would expect, so I have the time and queue, item type status, vendor ID, vendor name. Obviously, this document hasn’t had anything filled out on it yet, so these are all blank.

I’m going to go ahead and open up that document. Here you’ll see something that should also look pretty familiar; over on the left, I have thumbnails, in the middle, I have the document, and on the right I have properties and forms. All of this is resizable so the image can be more easily seen or so that the form can be more easily seen.

If I’m an AP processor, I want to go ahead and start filling out my AP eForm. I’m going to enter the company value, I’m going to do a search for my vendor name here, so Comtron, and all this data is being pulled down off an instance, so we actually are doing direct database lookups instead of using virtual tables, which some of you may be familiar with.

…down from Lawson directly into the eForm. The rest of this information here, invoice, date, amount. A valid AP form, there’s no errors. What I’m going to do next is come up to the top right and click “Save and Route.” This looks a little bit different than the wordplay you’re used to; we wanted to consolidate the buttons a little bit, so we have a “Cancel,” “Save and Close,” “Save and Route.” If I click “Save and Route,” it will give me my route options; I’m going to select AP index and we’re out.

It’s going to go ahead and save this document, and close it, and take me back to the previous screen. You’ll see that it disappeared from my queue. I’m going to show you how that looks in the detail entry queue, to show you GL coding, but first I just want to walk you through how the views look.

If I click “Views” and click “Accounts Payable,” you’ll see that it pulls up the document search, this is just filtered by drawer. If I go to the top right box here where it says “Search” and I start typing a search value, it very quickly filters down the … find the ones that I might want.

I can open that document and we don’t have forms turned on for the view, but I can select an annotation, and I can apply it to the document, and drag that annotation around, so a lot of the functionality you’re familiar with.

Now the workflow, AP detail entry, the document that I routed should be available, and look, there it is. Only 12 seconds old. I’m going to go ahead and select that document and open it up, and go to my forms, and you’ll see I have all that header information still available to me, but now I scroll down and I have GL distributions.

If I start entering my account, it pops up the quick account search, just like it would in the [thick 00:08:00] client in our accounting unit here. I can go ahead and enter a sub unit, a sub account if I want to. I need to be sure to fully distribute the amount here, so 100. Click “Validate” and you’ll see I have no errors. All the account information is valid.

Here I’m going to go ahead and “Save and Route,” and send it to the “Validate and Upload” queue. I have other options, so if this were a PO invoice that I had a pricing discrepancy on, I could send it to the “Send to Purchasing.” Or if I needed to trigger approvals, I could send it to “Send to Approvals,” in this case we’re just going to upload the document.

I select that, and the document will save and route. Our development instance is a little slow at that, and it takes me back to my queue. I do have the option to go ahead and configure something to allow it to pop up the next document. We do have a zoom functionality that we can enable, but just to show here, to wrap up the presentation, I’m going to actually exit the desktop Yoga and I’m going to log in on my phone.

If I go here and log out, close that … You’re actually going to see me navigating on my phone, and it will show up on my display here. I’m going to begin AirPlay onto my machine, and there it is. Okay. I have Yoga bookmarked on my desktop here, just so you won’t have to watch me type in a really long URL.

I load up my bookmark, and there it is, same login page. I’m going to log in as the same user, and you’ll see that you still get a bit of a caching time when you first log into Yoga. However, now if I go to the top right corner of the screen, I have a menu button. I’ll drop that d